admin:schedules_periods

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admin:schedules_periods [2019/10/22 16:49] – created Emily Porrelloadmin:schedules_periods [2021/10/08 11:12] (current) – Gary Willetts
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 {{indexmenu_n>40}} {{indexmenu_n>40}}
-====== 21.05. Schedules and periods ======+====== 25.04. Schedules and periods ====== 
 +===== Schedules and periods  ===== 
 +**Schedules** are regular timeframes (e.g. monthly, fortnightly) that may be used for cyclical operations, such as program orders (special types of requisitions). There is no limit to the number of schedules.
  
-===== Permission to add/edit schedules and periods  =====+**Periods** are specific timeframes which exist //within// schedules. Periods have a distinct start and end date. They must be sequential and must not have any overlapping dates or gaps between periods.
  
-<WRAP center round important 50%> +===== Permission to add/edit schedules and periods  ===== 
-Schedules and periods can only be added and edited on the **central server**. Permission must be switched on for a user to perform this function. +<WRAP center round important 60%> 
 +In a [[other_stuff:remote_sync|sync system]], schedules and periods must be added on the **central server** and will then sync to other sites. Permission must be switched on for a user to add/edit schedules and periods. 
 </WRAP> </WRAP>
  
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 3. Click **OK**. 3. Click **OK**.
 +
 +{{ :admin:periods_permission.png?600 |}}
 +
 +===== Adding schedules and periods  =====
 +
 +1. In the menu bar, click **Special** then **Periods...**
 +
 +2. To create a new schedule, click the plus icon next to **Schedules**.
 +{{ :admin:schedules_periods.png?400 |}}
 +
 +3. Name the schedule and click **Save**.
 +
 +{{ :admin:schedule_add_new.png?400 |}}
 +
 +4. To add periods within a schedule, highlight the schedule and click the plus icon next to **Periods**.
 +
 +{{ :admin:schedule_highlight.png?400 |}}
 +
 +5. Name the period, enter its start and end dates, then click **Save**. You can type dates in the boxes or click the icon to select dates from the calendar.
 +
 +{{ :admin:period_add_new.png?400 |}}
 +
 +6. Keep adding all the periods within the schedule. If necessary, you can edit a period by double clicking on it. 
 +
 +7. When you are finished, click **Save**.
 +
 +<WRAP important center round 60%>
 +**Once a schedule has been saved, it CANNOT be edited.** 
 +
 +Check closely before clicking the final **Save** button!</WRAP>
 +
 +{{ :admin:schedule_periods_save.png?400 |}}
 +
 +===== Using Schedules in Programs =====
 +The most common use of schedules is for setting up programs for supplying different facilities on different schedules.
 +You can read more about using programs [[items:programs|here]]
  
  
 +\\
 +\\
 +|  //  Previous:  **[[admin:server_installation_3]]** | | Next: **[[admin:web_browser_access_via_ts-plus]]** //  |
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  • Last modified: 2019/10/22 16:49
  • by Emily Porrello